Selling Derivatives Products – Course Outline

A derivative product is a financial instrument whose value is determined completely by external variables. The external factor, or the underlying, could be anything but in general is either a financial asset or an economic variable (such as interest rates). Derivative instruments include forward and futures contracts, vanilla and exotic options, and swaps. Buy Now

The "Selling Derivatives Products" course introduces basic vanilla derivative products such as forwards, futures and options with simple examples and also presents a comparative view to highlight the similarities and differences between them.

 

Course Prerequisites

Some familiarity with corporate banking and treasury products.

 

Course Audience

This course is an introductory course on derivative products for beginners and is also aimed at banking, corporate, treasury and sales teams.

 

Course Guide

Here is the structure of the course.

Title
Duration
Session 1 – Core Treasury products and TMU customer reactions 38:02 mins
Session 2 – Derivative Crash Course: Vanilla and Exotics Derivative Contracts – A Quick walk through 43:22 mins

 

Session One: Core Treasury products and TMU customer reactions

In this session we quickly walk through a laundry list of transaction types we are likely to see as part of the Treasury Marketing Unit (TMU) team including transactions on the FX and Fixed Income side. From FX sale purchase to Bill Discounting, from Forward Rate Agreements to Fixed Income trades we introduce the intent of each trade and then follow up with the list of common customer reactions to our trade ideas. As well as instances of how product and strategies could be used to answer some of these questions and reactions for our customers.

 

View a sample of session one
 

Session Two: Derivative Crash Course: Vanilla and Exotics Derivative Contracts – A Quick walk through
In our last session we use 44 minutes to quickly review vanilla products, introduce the concept of option trading strategies and review nine exotic products at a high level. The objective is to provide a quick introduction to the subject using real life examples which can then be supplemented by free as well as downloadable reading materials available on the site.

 

View a sample of session two
 
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